Answer Slack questions about sent proposals
Get a current sent-proposal list when someone asks in Slack, then bring the useful details back into the conversation.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Finding proposal status means leaving the conversation, opening another tool, and rebuilding context.
- Respond to status questions with current information.
- Keep proposal research tied to the conversation that prompted it.
- Reduce repeated manual searches.
Setup
Build it in a few focused steps.
- 1Connect Slack and Better Proposals to Notis once.
- 2In the portal, create an automation with a plain-language instruction to retrieve sent proposals when a channel request asks for them and summarize relevant results.
- 3Select the Slack channel message trigger and choose a channel for run reports.
- 4Test with one real Slack request about a sent proposal.
Questions about this workflow
Does this send a proposal to a client?
No. It retrieves sent proposals and prepares a summary for the Slack conversation.
Can I ask about a particular client?
Describe the client or proposal context in the Slack request so Notis can use it when retrieving and summarizing results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Better proposals. A trigger fires from one place; an action lands in another.
Slack triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Slack and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.